Holders over time
- RMD
- LLY
| Quarter | RMD | LLY |
|---|---|---|
| Q3 2020 | 15 holders, $3.0bn | 33 holders, $14.1bn |
| Q4 2020 | 9 holders, $3.7bn | 29 holders, $17.3bn |
| Q1 2021 | 10 holders, $2.9bn | 24 holders, $23.0bn |
| Q2 2021 | 12 holders, $3.7bn | 24 holders, $27.8bn |
| Q3 2021 | 15 holders, $4.2bn | 31 holders, $29.9bn |
| Q4 2021 | 18 holders, $3.5bn | 31 holders, $34.7bn |
| Q1 2022 | 10 holders, $4.0bn | 24 holders, $35.3bn |
| Q2 2022 | 11 holders, $3.4bn | 33 holders, $42.7bn |
| Q3 2022 | 13 holders, $3.9bn | 31 holders, $43.4bn |
| Q4 2022 | 19 holders, $3.7bn | 31 holders, $46.6bn |
| Q1 2023 | 21 holders, $3.9bn | 33 holders, $44.3bn |
| Q2 2023 | 26 holders, $3.7bn | 37 holders, $59.6bn |
| Q3 2023 | 17 holders, $1.9bn | 44 holders, $67.6bn |
| Q4 2023 | 10 holders, $1.0bn | 45 holders, $73.6bn |
| Q1 2024 | 8 holders, $513m | 41 holders, $95.3bn |
| Q2 2024 | 9 holders, $574m | 43 holders, $110bn |
| Q3 2024 | 11 holders, $1.0bn | 45 holders, $107bn |
| Q4 2024 | 9 holders, $914m | 46 holders, $93.9bn |
| Q1 2025 | 9 holders, $844m | 42 holders, $98.4bn |
| Q2 2025 | 7 holders, $810m | 43 holders, $93.2bn |
| Q3 2025 | 8 holders, $1.1bn | 39 holders, $86.7bn |
| Q4 2025 | 11 holders, $1.0bn | 41 holders, $123bn |
| Q1 2026 | 9 holders, $919m | 39 holders, $106bn |
| Q2 2026 | 13 holders, $1.1bn | 44 holders, $132bn |
Resmed Inc
- Holders
- 9
- Reported value
- $919m
- Buyers
- 16
- Sellers
- 15
Breadth +1 among 91 comparable managers.
Eli Lilly & Co
- Holders
- 39
- Reported value
- $106bn
- Buyers
- 25
- Sellers
- 25
Breadth 0 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Invesco Ltd, Marshall Wace LLP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only RMD (1)
Only LLY (31)
AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, and 6 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.